+31,416.6%
AVGO vs PTC
+977.3%
+30,439.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.0% | +6.2% | +3.0% |
| 7D | -3.0% | -10.3% | +7.3% | +1.9% |
| 30D | -14.4% | +1.1% | -15.6% | -15.3% |
| 3M | -14.4% | +1.6% | -16.0% | -17.0% |
| 6M | +13.1% | -13.5% | +26.6% | +17.7% |
| YTD | +3.8% | -19.1% | +22.8% | +11.0% |
| 1Y | +17.8% | -33.9% | +51.7% | +38.7% |
| 3Y | +325.3% | -3.9% | +329.2% | +313.5% |
| 5Y | +689.9% | +6.0% | +683.9% | +620.0% |
| 10Y | +2,597.0% | +223.7% | +2,373.3% | +1,251.6% |
| All | +31,416.6% | +977.3% | +30,439.3% | +8,493.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling